Plan Ledger DOL Form 5500 · updated monthly

Doxo, Inc.401(k)

DOXO, INC. RETIREMENT TRUST · BELLEVUE, WA · plan year 2025

Reported admin expense ratio · 2025
0.13%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Doxo, Inc. reported $12,454 in plan administrative expenses for 2025: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,793 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,063rd of 1,714), and 7,939th of 11,654 in professional & technical services. In 2025, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,193,862
Participants with balances97
Active participants68
Employer contributions$325,932
Employee contributions$1,112,322
Employer contribution per active participant$4,793
Average account balance$105,091
Benefits paid to participants$2,109,905
Plan auditUnmodified (clean) audit opinion
AuditorSWEENEY CONRAD CPA, LLP
Plan history2
Yearassets · accounts · employer contribution
2025$10.2M · 97 accts · $326K emplr
2024$9.4M · 119 accts · $386K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$12,454
Total administrative$12,454
The Doxo, Inc. 401(k) match · 2025
Employer contribution per active participant$4,793
Median for plans this size$1,464
2025$4,793 per active participant
2024$4,483 per active participant

Doxo, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$19,084
HUNNEX AND SHOEMAKER INC · Contract administrator$7,271
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$1,841
EMPOWER ADVISORY GROUP, LLC · Investment management$39

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2025$12,454 · 0.13%
2024$156 · 0.00%
Similar plansProfessional & Technical Services · Washington
Cloudfit Software LLC WA$10.7M · 0.63%
Strategies 360, Inc. WA$10.6M · 0.62%
Auction Edge WA$10.5M · 0.65%
Teleion LLC WA$10.4M · 0.45%
Domaintools, LLC WA$10.1M · 0.10%
Bcra, Inc. WA$10.0M · 0.45%
Prr, Inc. WA$9.9M · 0.01%
Prime 8 LLC WA$9.6M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263272091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.